Growing a consumer brand means asking bigger questions.
How do we compare to similar brands?
How do we scale wholesale without adding more manual work?
This month, we're helping answer both with new benchmarking insights and smarter B2B workflows.
📊 New: Peer Benchmark
Peer Benchmark is now available in your Dashboard, allowing you to compare your business performance against similar companies.
You can benchmark your sales performance against:
Companies with similar annual sales
Companies in the same industry
Other supported industries you choose
Benchmark data is currently available when using supported preset date ranges. Custom date ranges are not yet supported.
Check out our FAQ here to learn more.
🤝 Smarter Wholesale & B2B Workflows
Automated Customer Balances
We've expanded Finaloop's B2B capabilities by automating more of the accounts receivable lifecycle.
Customer balances are now maintained automatically as invoices, payments, transactions, and adjustments occur, helping keep your customer ledger accurate with less manual effort.
What's included
Customer balances update automatically
Payments automatically reduce customer balances, even before they're linked to an invoice
Customer ledgers include invoices, payments, transactions, and adjustments in one place
Customer balances remain accurate as new information is added
Reduced need for manual reconciliation to maintain accurate books
Reconciliation is still recommended for operational visibility, collections, and aging reports, but your books remain accurate even while reconciliation is still in progress.
👀 Complete Invoice History
What's new
Invoices now include a complete activity history.
Open any invoice and select the History (👁️) icon to see every action taken on that invoice, including:
Who made the change
When it happened
How it affected the invoice balance
This makes it easier to understand invoice activity, collaborate across teams, and maintain a clear audit trail.
This feature is available for invoices created after this feature was released.
💬 Share Your Feedback
We're always working to make Finaloop more intuitive and powerful for your business. Have suggestions or feedback? Let us know, we’d love to hear from you!